BlueStem Wealth Partners’s Vanguard Real Estate ETF VNQ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$211K Buy
2,382
+25
+1% +$2.29K 0.02% 118
2025
Q4
$209K Buy
2,357
+21
+0.9% +$1.89K 0.02% 120
2025
Q3
$214K Buy
2,336
+23
+1% +$2.09K 0.02% 119
2025
Q2
$206K Buy
2,313
+22
+1% +$1.94K 0.03% 116
2025
Q1
$207K Sell
2,291
-170
-7% -$15.4K 0.03% 100
2024
Q4
$219K Buy
+2,461
New +$233K 0.03% 97

Other funds holding VNQ

BlueStem Wealth Partners's VNQ Position: Q1 2026 in Review

BlueStem Wealth Partners increased its Vanguard Real Estate ETF (VNQ) stake by 1.1% in Q1 2026, buying an estimated $2.29K and bringing the position to 2,382 shares worth $211K. The position accounts for 0.02% of the portfolio, ranked #118.

BlueStem Wealth Partners first reported a position in VNQ in Q4 2024 and has held it in 6 quarters since. The position peaked at $219K in Q4 2024. 1,773 funds tracked by Wall St. Rank hold VNQ as of Q1 2026.

  • BlueStem Wealth Partners held 2,382 shares of Vanguard Real Estate ETF worth $211K as of Q1 2026.
  • BlueStem Wealth Partners bought 25 Vanguard Real Estate ETF shares in Q1 2026, an estimated $2.29K.
  • Vanguard Real Estate ETF made up 0.02% of BlueStem Wealth Partners's portfolio in Q1 2026, its #118 holding.
  • BlueStem Wealth Partners first reported a position in Vanguard Real Estate ETF in Q4 2024 and has held it in 6 quarters since.
  • BlueStem Wealth Partners's Vanguard Real Estate ETF position peaked at $219K in Q4 2024.
  • 1,773 funds tracked by Wall St. Rank held Vanguard Real Estate ETF as of Q1 2026.

Based on BlueStem Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.